HomeMy WebLinkAbout97-00676
l'ETl'l'ION i"OH 1'lmltATE lint! nHANT (W U:TTlmS
Es/II/e 0/ ~._llurm:1ll"J....l'lI&llLn-.'n_'-' N" .,~d:_.L9q:L~bJ.LZi.J---,-
111.10 known as _._.___.__ ,_ ..,..... __ ,.- To:
_.,__~.____.__...-... ......___.n... ,n Re~,i or (ll ill, for the
_~___..._mm__" ,._....._,. Ikn'Q,ml, COlllllY of _.~;!!mp..!!.d_I}.!1..\L,__.. In the
Social Sel'ur/ly No, ...,1,!!.'/:::.QS.":.4.9.8..Q..,.. COllllllllllwellhh of I'Clll15ylvllllla
The pethloll of Ihe IIl1dcnlgllcd rCRpcetflllly rcprc,ellt, thllt:
YOllr petllloller(,), whu 1,lIlfe lR YCII" of 1I1',e l1I' older llIllhc cxccuLtJ.r:_.,-._-- --'- nallled
III the III,t will of tlw IIbove dcce,hmt, dllll,d ..___........__nn-.... ..N..9.Y.\lulb.lu:._2.L.__,---, 192.5__
alld codlcll(R) dntcd n.~.mJlJu:llU1b.llL2.,..l9!liL..,-.. --- ,............---
_..________~-.--.-.__,~~_...~___..._,_____.,_._~.._~____~c_.___._---
----~---_.-------~-_._~_...._--~-~._.._-_._--_.---_.-.~.,._---"_._-.....~-------------
_______.~___...,____.._.,__._._~.___~.._.._..______~.._._M_'_~_
(.nate leI~VIll\1 clrCHlmllmCl.'~, e... (tll\lndlltlon, ~tC[llh of C,w:ulur, tiC,)
Decendelll WII' domlcilcd lit death III _..._._.~O';1Jc1l.I~I_-.._._,_. COllllty. Penn,ylvanla, with
I~._,_ last family or pdnclpal re,ldence at ~L_!'l!"'l'..~o.,U~~!l.'!. .--"
_ _.__'_"___ _..___'_'.' .___._,_,,_ __c.mn.p..!!JJJ,L.Pi.\..__.WllIll.\tde.n...I2Hnsb.1ll) -
(11\1 meet, Il\I/1lher "lid mUllch,alllj')
Decendent, Ihcn _____88 _.._ yea,s of age, died ___....._,_._._.,...,-~_.J1I1Y..1.2..._, 192.7
at ,---1!ll1y SpiriLl\QllP-ital.L_]JuU;....l'.llnnll111~r.lL:lJl.WllBhiP..- enrolle r lawLCmmty ,
Except"' follow" decedellt did not l1larry, WI" not divorced und did not have a child bora or adopted
after execution of the will offe,ed for probate; WI" nolthe vietlm of a killing and was neveI' adjudicated
Incompetent: _..___.__. ----...--- .....-.-- .._,-~---
Decendenl at denth owned property with cstlmated values a' follows:
(If domiciled 111 I'a,) All personal propcrty
(If not domiciled In I'a,) l'ersOllnl properlY In PellnRylvanla
(If not domiciled In I'a,) l'er",nalpl'Opcrty In COImty
Value of real "tate ill Penn,ylvanla
situated as follows: .._..lOR I.Amp PORt ,J..awl.....-
._.camp--1W-l-,...-J.!.o\.,-1+O-l~-----'-'
$ _1Q.9...QQ.Q.. 00
$__
S
$ 100,000 00
WHEREFORE, petillune,(s) mpectfully
pr~sellted herewith and the gralll of lette"
Iheron,
reqllest(,) the probale of the last will and codlcll(s)
tQit-am9"t'a.r.y._
(tf.Sli\llltl1IIUY; admInistration Cot,iII,; administration d,b.n,c.t.a,)
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John M, !';!'kin
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_--Mac.llanicabUl:&+-.PA 17055--
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OATH OF PERSONAL ItEl'lmSENTATlVI!:
COMMONWEALTH OF I'ENNSYLV ANIA }' 88
COUNTY OF' CUMBERl,AND .
.----- ~-------~---
The pelhior.o,(,) ulllwe-named Rwellr(s) 0" afrirlll(s) that the sllllemcllU In the foregoing petition are
true and c'orrel.t to the beM 01' the kiwwledge and belief of petltioner(,) IInd that a' personal represen-
tatlvo(,; of thc IIhov1: dcccd~lIt petitiuner(') will wellllnd lrllly IIdmllll'ter the ~Itate'aceordlnllto law,
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Swom "toOl ,', ",[fIrmCd II 'I,d' llbSC,'ribCd {' J~' !
before me thi, _n_1J..th.--~ dllY of , -.
~4G' l.-_.,.._~_.~,I1" 19_~' I ' -
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MARY t. I,EWIS II ReRlsle -_..-,-
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No. AL:19..~-~
.~8tate of
DOIW'I'HV I" __~'"~~__----' Deceased
.. m~CREE (}l<' I'ROIIA'I'E ANI) mtANT (n' I,Kl"n~RS
AND NOW 2UGU~'1~_!:,L_,__......-.,-_..'_"--' 19___,:,~, In consideration of Ihe pelltlon on
the reverse side hel'eof, sllIiRl'lIclOry proof hllvlng been presented before llIe,
IT IS DECREED Ihal lhe InRlrlllllent(s) datedu.N~2.J...-19-9.5-.&...DECJ!,MBEJL_9,.......199 6
described therein be IIdllllHed to pl'llhllle and flied Ill' record IIR Ihe hlst will of ---,..----------
DOHO'l'HY \" P1IGE'I' .
;;;;d LeHer8 ~S'l'lIM~!:!'l'ARY--~--_.-==~-----------"
are hereby 8ranted to -,..-,..----'--- ------,------
JOHN M. E1IKIN
---------' -------
MARY
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IY\r~'))')~' 1"..,VIlf/JYLiLQt'I-
c. I,EWIS ' R,.lltcrotWIUI
l'IlES
I'robat~ Lellers, Ete, .""",' $==1l305. 00
Sif6Rhhlt;,:ates( 5) .""",,' L_ ' :.aB
X-PIlQ6S " 'SS
RenimcTatlon """""""" $--_.!.
-,JCl' $ 1\.00
TOtAL __ L 361.50
Flied""" ,~~~~~'\', ,1;~.." ,1:??,(""",
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I.E'I"l'ERS lIND ORDER MAll,ED '1'0 A'l"I'ORNEY
I\UGUS'I' 1997
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. CERTIFICATION OF N~E UNDER RULE-5.6Ial
Name of Deoedent: Dorothy L. paaet
Date of Death: Julv 29. 1997
Will No. 676 - 97 Admin. No.
To the Register:
I oertify that notica of beneficial interest required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed
to the estate on August 12, 1997:
c/o Gary Wendt, Secretary, 2835 Oakwood Drive,
Harrisburg, PA 17110
c/o William Moore, Recorder, Third and Division
streets, Harrisburg, PA 17110
577 University Blvd., Memphis, TN 38112
c/o pi Kappa Alpha Fraternity, 515 Delaware Ave.,
Bethlehem, PA 18015
has now been given to all persons entitled thereto under Rule 5.6(a)
NllM
S. Edwin Ahn, Jr.
Evelyn Ahn
Burton L. Blanch
Elsie Blanoh
Dawn Blanch
Robert Blanch
Charlotte Schenk
Heather Ahn Campbell
Kennedy Sawyer Ahn
Lehigh university
silver Spring
Presbyterian Church
David Holman, personal
representative of
Marian E. Fletcher
Shriners Hospital
for crippled
Children
Robert Burns Lodge
464, F " AM
Zembo Temple
Pi Kappa Alpha
Gamma Lambda Chapter
Notice
except
Date: September 5. 1997
Address
19083
19083
DE 19804
DE 19804
1313 Robinson Avenue, Havertown, PA
1.313 Robinson Avenue, lIavertown, PA
111 west Keyatone Ave., wilmington,
111 West Keystone Ave., wilmington,
3760 Laurel Lane, York, PA 17402
c/o Dawn Blanch, 3760 Laurel Lane, York, PA 17402
1902 Princeton Ave., camp Hill, PA 17011
3804 Misty Hollow Rd., Point of Rocks, MD 21777
c/o S. Edwin Ahn, III, 3609 Country Club Road,
Allentown, PA 18103
27 Memorial Drivs, Bethlehem, PA 18015
444 Silver Spring Road, Mechanicaburg, PA 17055
P. O. Box 271, Lake Harmony, PA 18624
c/o Edward C. Castagna, Jr., Esquire,
P. O. Box 31356, Tampa, FL 33631-3356
~
. Gl>>-.
S
Name: John M. Eakin
Address: Market Square Building
Mechanicsburg, PA 17055
Telephone: \y17-766-3172
Capacity:_~ personal Representative
counsel for Personal
Representative
4 .
I give and bequeath the sum of TEN THOUSAND ($10,000.00)
DOLLARS to my nephew, S. EDWIN AUN, JR. and EVELYN AHN, his wife,
or the survivor of them; if they should predeoease me, the gift
shall lapse and fall into the residue of my estate.
5.
I give and bequeath my grandfather olook and the sum of TEN
THOUSAND ($10,000.00) DOLLARS to my nephew, BURTON L. BLANCH:
if he should predeoease me, the gift shall lapse and fall into
the residue of my estate.
6.
I give and bequeath my diamond pendant to my friend,
CHARLOTTE SCHENK, of Camp Hill, PA; if she should predeceameme,
the gift shall lapse and fall into the residue of my estate.
7.
I give and bequeath my diamond dinner ring to my niece,
EVELYN AHN; if she should predecease me, the gift shall lapse and
fall into the residue of my estate.
8.
X give and bequeath my ring with two diamonds, old setting,
to my great-niece, HEATHER AUN CAMPBELL; if she should predeoease
me, the gift shall lapse and fall into the residue of my estate.
~ 2 -
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9.
~ give and bequeath my chinese nested tables to MRS. BURTON
L. BLANCH; if she should predecease me, the gift shall lapse and
fall into the residue of my estate.
10.
All the rest, residue and remainder of my estate, of
whatsoever nature and wheresoever situate, I give, devise and
bequeath as follows:
A.) Fifty (50%) per cent to Lehigh University to be added
to the general endowment fund.
B.) Twenty-Five (25%) per cent to the Shriners Hospitals
for Crippled Children, Tampa, Florida.
C.) Ten (10%) per cent to Gamma Lambda Chapter of pi Kappa
Alpha Fraternity of Lehigh University to be added to the building
fund.
D.) Five (5%) per cent to Robert Burns Lodge 464, F & AM,
of Harrisburg, pennsylvania.
E.) Five (5%) per cent to Zembo Temple A.A.O.N.M.S., of
Harrisburg, pennsylvania.
F.) Five (5%) per cent to pi Kappa Alpha Fraternity, 577
University Blvd., Memphis, Tennessee.
11.
Lastly, I nominate, constitute and appoint my nephew, S.
EDWIN AUN, JR. to be the Executor of this my Last Will and
- 3 -
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or
DOROTHY L. PAGET
I, DOROTHY L. PAGET of Hampden Township, county of
cumberland and state of pennsylvania, being of sound and
disposing mind, memory and understanding, do hereby make,
publish and declare this my Last Will and Testament.
1.
I direct the payment of all my just debts and funeral
expenses as soon after my decease as the same oan
oonveniently be done.
2.
I give and bequeath the sum of TEN THOUSAND ($10,000.00)
DOLLARS to SILVER SPRING PRESBYTERIAN CHURCH, Mechaniosbur9,
pennsylvania.
3.
I give and bequeath my diamond engagement ring and the sum
ofTEN TaOUSAND ($10,000.00) DOLLARS to my niece, MARIAN E.
FLETCHER; if she should predecease me the gift shall lapse and
fall into the residue of my estate.
'"" 1 -
9.
I ,give and bequeath my ring with two diamonds, old setting,
to my great-nieoe, HEATHER ARM CAMPBELl.; if she should predec$ase
me, the gift shall lapse and fall into the residue of my estate.
10.
I give and bequeath my Chinese nested tables to MRS. BURTO~
L. BLANCH; if she should predecease me, the gift shall lapse and
fall into the residue of my estate.
11.
I give and bequeath the sum of TEN THOUSAND ($10,000.00)
DOLLARS to my great grandneice, KENNEDY SAWYER AHH. daughter of
s. EDWARD ARN III; if she should predecease me, the gift shall
lapse and fall into the residue of my estate. In the event she
is a minor on the date of my death, I direct the bequest to be
delivered to her father, S. EDWARD ARN III, to be held by him as
parent and natural guardian until she is of age and I direct my
Executor to accept a receipt and release from S. EDWARD ARN III
on behalf of KENNEDY SAWYER ARM.
12.
Lastly, I nominate, constitute and appoint my nephew, s.
EDWIN AHH, JR. to be the Executor of this my Last Will and
Testament, and in the event he is unable or unwilling to act as
such, I nominate, constitute and appoint JOHN M. EAKIN to be the
Executor of this my Last Will and Testament in his place and
stead. I direct that no bond be required of my personal
- 3 -
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INHERITANCE TAX RETURN
RESIDENT OECEDENT
COMMONWtAt1l' 0' "FlltH,VI"'''^ (TO BE FILED IN DUPLICATE
tllPA"M""O' ""NU' 21 Y7 6'/6
t1ARRIJUtid~'1~I"060ln .. "., , ,WITHREGISTER OF WILLS) COUNTY COOE , YEAR I~UM8
- ) (ffimRil,~~ir-HA{I:.ti.f1~Ann'Milll)lfi;j;1j~W-.=;o:.,-~:..:-_--,=;;-~~-:...c.=~';-'~=='-;:;'-::---f1rrtM ~jl-'{-(-oMjiITTtXtilltBF':=..~~~~"=
Pngllt', Dorothy L. :lOR lilUllP PORt Lnne
l\ll :C.;~:;~~I;;::';:~~;:' .... l";,',;~:,I"i,I,',~.i; ___I";'_;-,,;'.'7.'7(;,',~,'.,_,_, ClIlOl' 1111.1. PA 17011
. I ("'''''f CUl'lh"rlL1\\'t..... ..--- 'n___
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~ r.::,J I. Ollglnol Relurn 1-' 2. Supplemental Rlllurn 1-' 3. Remolnder Relurn
I~ liar dol., of death prior to 12.13.8
lSu.. [] 4, Umlled blal. l J do. FUlUrft Inler,,' Cornpromhe ~I 5 fed.ral ellol. Tall, R.,lurn Requlr,d
W liar dolftS of deolh oller 12.12.82)
Q 6, D(Hedflnl DI..d Tellate l-J 7, Oecl'Ident Malnlalned C111vlng Tn.lll -l~ 8. Total Nunlber of Sol, O.poslt BO~(l'
IAII",h copy 0' Willi lAunch cnpy nf 1rulll
ALL cORREsPONDINCe AND CONFlDENTIATiAlCINfORMATION SHOULD 8E jjiRECTID TO, -~r-
M ',I~~~I;\ ~~Enki l~--~ --_..-- -- ._~ ~*-~-'AlroMl1TIfMATii~W. ^fioiln~-~---."-'~------
_n". .._ _.__.__~. __ . ' __ _ n_ ~ll1rket Squllre Building
mff'III)llf t~UMn~1t
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1. n.nl Elln" (5chedule Al
2, Slo(kl Clnd Bondi (Schedule Bl
3. CI{'IIly Held Slock/Parlnenhlp lnl.relIISo::h.ciule C)
A. MQIIgugol and Note, Rec.elvoble (Schedule D)
5. emh, Rank Depalill & Misc.llan.ous PNlonal Properly
15ch,dule EI
6. Jolnlly Owned P'operly 15chedule II
7, 1,o"le" (5chedule GI (5chedulel)
8. Tolal Gron AU.II 110101 'Un.' 1.71
9. fVlleral Expenlel, Admlnlstrallve COIU, MiscellaneouI
hpen'ol ISchtldule HI
10. D.hll, Morlgoge 1I0bIlI1I0., Lien. (5chedule I)
1" T 0101 Dad,udionl 110101 Un" 9 & 10)
12, Not Volue 0' E,lc' (Line 8 mlnu. Line 11)
13. C~orlloble and Goyernmenlal 8equer,h ISchedule Jl
U, Nol V~o.~ubie" 10 10. 11Ine 12 mlnulllne 13)
15. Spousal Tronll.,. (lor dole I of dealh aher 6.30.941
Sne In\lruCllonl for Applicable hrcenlage on Reverie
Sldfl, (Inc.lvcle valulS Irom Schedule K or Sc.hedule M.l
16. Amounl of line 1.4 lo~able 01 6% role
lllldud. 1I'aluel from Schedule K or Schedule M.l
17. Amount of Un. 1.4 laKobl, 01 15% rale
llnclude ....alu.1 from Schedule K or Sch.dul. M.)
18. Prlnclpollox duelAdd tax from L1nel 15/ 16 and 17.1
19. Credltl Spoulol Pov.rty Credit Prior Payments Dlscounl Inleres'
_,,_,~,_._,,~___.._. + _.. ____n_...___ + ---'.--' - ..-,.----..".
20, If line 19 j, grealer than line 18, enler 111ft dlfferflllcft on Line 20. Thl' h lh, OVEAPA YMENT,
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.0. DA'II O. DIATH Ani. 12131191 CHICK HI!
lP A I'OUIAL
'OVI." C.ID" .1 CLAIMID LJ
'Ill NIlM..I. " ..",.... m'"
(II $164,200.00
(21.,64Q.669..85 __..m
13 I --.- .... -,,-..--.
( 41
( 5 I ..}6~ 8. 'j_2.5!..~-_
t 61 ,...---....... ---,-...-~--
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(8)$841,741.89
( 9IJ9_,.7JiQ.~2~._-__
1101____.l~6li5...7.:L_~
111) 41,445.98
1121 ...aQO~29.!L.-'l.1
113) 54~.525.68
1141 ..252.D.ll...2L
1151 ._.__.._...__._....__~M._,.
1161 _.___.._....__.__..,......_..._M ,06.
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1171 $252,.7--70-. 2J____.n___ M ,15. --$3J....915.53.
118)
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(201
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121AI ___.....__,_.__.____...
1218) J11..915.}3 ,--_.
21. If line 18 Is grealer Ihan Une 19, enter th. dlff.r,nce on line 21. Thll lithe TAX DUE,
~. Enter th.lnt.r..t on the balance due on Une 21A.
, 8, Enler ,helolnl 0' line 21 ond 21A on lIno 2\8. 1hil h Ih. BALANCE DUE,
Make Check Payoble '01 Regl..e. 01 Will., Agen'
~'N;'~i'\"'i\~:)','. '~~.. II SURI TO ANSwiR ALL QUiST/ONS ON li.vlRSI SlOE AND T~!lICHI~!.~A~,!_~ .(.-
nde, penahle. 0' periury, I dedoro Ihotl ho," OKomlnod Ihl. rolUrn, Including occompontlng "hedule, ond ,Iolem.nll, ""d 10 th. be'l 01 my knowledg. ond belief.
It II truel corree! and COlli lete. I declare that 011 fflolellole hos beon reported 01 true markel value. Declaratlon of preparflr other Ikon lhe perlonal r.presenlallv. I,
bOlld on alllnformat _ !_~~kh r!'!p"orer h~! any ~~~ledQ~_..__.__.__.._._...____.______._ .----"'..,--..--.---.-~--_.-~_.---~ --- --
10 At .f O. tItS Sf' slim fOIt fIltHG IU1UltN ADDRf5S DAn
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. U'AIt.U.OllH~ JIIAN ItfJlltESfN1Al1VE ADDRESS OA.n
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A. SETTLEMENT STATEMENT
RONAI.IJ I), ftUTI.r.R, r.c:,
300 North Second Atnat
narrhburK, I'A 11lO1
OMD No. 2602.0265
II. TYP' 01 oan
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/IAfll'hOJ 7l'lld 5,11" If,',f~.'r:s~v",'. ,6,."
("'1'&,>.(,""'-1.\ C-(li.-"""I.(.~' }(bCI/4,.,U&,-;t.. lA' 1,)11/97
J, SUMMARY OF BORROWER'S TRAUSACTION K, SUMMARY OF SELLER'S TRANSACTION
lOir.OiOIl AMOUillUI fROM PURROWIR, ~ii[(\fi0ll11lO0RT1iunif1ilTIi,
101. Conlllcl"r.,p,lco L"y.lQ9.v;-lOl. c,niiiCllIlesp,lco ' "'<I!oo~
.lOi. r,"onalp;opiiii-- - J..1..~,nol:.riiiOiiilp.o~ " __
-lo~S;{Ifiiiiiiilclii;I..Tobo"ower (lIiIOTlool- lor---- ----- --
lor - ---lor.'
-lor . .'lOS.
Hafuslmenll for tem. Plld br nUll In Id~lncl! ^d~SI,"IIIii1orIlimSilld seller In IdYIIIC'1 ...
1To6, CI.\i~"J...!:IifLIO#~ Ilr1.. =:j000 !1!!y/lo.nl.... '~'"N, 1011.I,.1" lur
-Jij):Counly lu.. to '---.--:. ol:lliiiiiifil.... '-'-"- '0
-108.".As,iiiiiii;,I, ---]0 ,. ---. ,O!:~",;""n' -r,-----
-'09.I.IiIiil,nanco ...- to ' ,O'i:ll.lnlenanco to
-no.-sofi,Olllii,. "/,;Ztl ihTJ.;T'1 7MJ.~- --m:Comrnll"iiil1oo iO"
-'-111, S.'u<.L" !J:j,,ai-1011!i'flL --,~.i,,-.-lll Scl'.nll~tl";"" to (,l.lnNL ?'.1JI;.
--m;---- --. -.10.. ~,--- .'.,ll.-<".;;;~ 1;1'~mlolJJ(r;L "J.
120, OROSS AMOUNT DUI rROM BORROW!R, IG;; "'oJ 71 ~20, OROSS AMOUNt OUI TO SIll!R, If, <'''''.III
200, AMOUNlS PAlO BY OP. IN PUlAll OF HORROWIR, 600, RIOUCIIONS IN AMOUNT OUI 10 SItU!,
~~ DepoSIt or tltnest money ~J~ L~~i.,_~~ces!..~potll Is" InstlUellons
!Q2.P,lnclp.1 onlOOIl1 01 n.WToinl.1 7,\;'0,.. SOr-SiUreiiiiiifihlllOl to nnOl (11110 , 400
2ij]:-r~;nnll"nrsnikin 1O,liiilo.----- - - ~,[~illiiiTo.iirsnakOn IOblOCllO
-!Of."cOriiiiiII",ni'fiO- --- '-.--.-I.;~~~fiYoffOTlI"t rnOltl'I.I"n
. -m- . .-. .---- l05:-fij,ITOf ",ond mOitl'I.I"n
-266 - ,------ .506,. -- -
207, ,,----- ..."' 60/,
208. "101,
209, --... "',iiI.
'~7. 110
AdIUllrn'II,IOIII'"11 ,np.ld h,lOner, MIUllm.III, 10111.", unp.ld by lOner,
<IV, unYllo.n 10.11 10 610, Cllyi'foWii 'III' 10
zn'J!~u"!r.!!.i'---lo-- -- ,II. Counlyliiii to
""2In'lOlIiiiiiil'---.-l. '-!Ir-~""n"~-'----r,;-- _.-,----
. " -.- .-.m,-Milllton.nc. 10 --,-"... _.'.n'_'.
213. School/"'" to -m,-sohOol)loo---''--- .---..
.-m: 1.---- '"----m,-----.I,-,.,.- .,--..--.
z15. to.__'---.' -.-..--., -51& --i-un. "._,,"--,.
zll, 10 -.-----, -m;--. r.---' ,'...,--"
--m;-----lo .. .----.-"-518, 10--'--",... .-,-,.,--.
211;----.--.-'\0-. 519:--- to -..-- --,-", .'.,.
-m:------\o ---,
520, 10lAl !EOUCIION AMOUNT DUI mU!, 1.19
210. 101Al PAlO IV /fUR BORIOWIR, 8;;~ . ,"" .. . '0
300, CISN Al SUlUM!NI rROM/IO PORROWIR, 600. CAlli AI SlIllIMINI 10/1l0M SllU!,
301. O'oll.mounldoohOlllbOI/OWOI (1IIIot~ /H,tf~7f 601. OJOII.moontdootOIOIIOI (111104201 ~/(,.r,C'JSI
302. loll .mounll p.ld by/IOI bOl/owOI (11110220) h "," '" I .. 602. len 10111 "doelloll,ln '01100111 dOl 1111" "'..,,., IA It:.~
303, cMIlIt1fnoMI ILl TOI OOnnOWEn, a.IF J}' 603. ClSlllkl'fOI ILl IROMI mllR . 111}J 1'1, JI
h""'~"t~" "'~I ___.1.-..- IlIln II_I' '''I
.IV_,II W~ I
r~GJ I:I'~ 0"'11' IMI tin
---L-:ffiTLEMENY.OIlMOE;--'.-- .- lm~~fl~1 'lltM~\M
. /oo.lOTimm7mijff~t.\Mllllo!lBili1 on ,Iii;. I .@-ik-.-=-----= II I\M~I"I ~I IlM~lKI
~110" 'lcomiiiliif,rilil"O ,~2.o}JTI01i'~!1 ,~_.-..,.---._-.~..-.-- ----- ---
/Qr-r---I,-'----------. . '-'-"._-_.. ....,.----
-'Of.Ciiiiiniliilo" 1"I..ri;il1iiili"\-.--.---..,.....-..-.-.----.-..-~m.----- __m__'_._' --..-..---.
-7M;----'.,----'-... ,..-..----,----...,------.-- ,...-.,..-..-'- --,.---
""'1OQ.lTlllsl'lVlilnnOllI11ciiORViiiillOAR ... -- .--
B,1. LOI"Ollifiiiir,ilT"---;fi;;-;;,;--;;~-G;;;"'~;-~-- 7T., '!!J -
'IOr,-r.;nOlicoun\-----..------.;r,--.------.-....c,..--.~....-. -,--.\;L"''"-' - .--..,.-
..m:r.p-ii1iirm-'-------lo-I'(iU;.-,~--". ..-.----- '----.i'1--;;;;-- ---
-!Onmlr/iipoil---.".-lo-'J;'.r, ~.;:;;;;.ff"j7~;~,;';;'----- ..-2!-~--- -.----
-1O\,-lTndiTs.liii-iClIO'lilii.-.----.:.....t.c!J!-------=--'-- __1.-""-- -----
".!~:_t.\"I""ijO'";iili"'..Pii1liiilolilii--lo--.------'--.-----..---. .---.,----.----
-!ijn~lIOnl,i--~------- ,---,---- ------ ----
""lorl. ".. r.;: 71.;,UJ-..(i;iic;;:;,:~.;,~.,T7'Fr:--'ot; "..1"'~----_. -"-j,"if.-:-o- ---
"Oi~1 . 17~~;:;C;<no,J (l.~.. (c;;-;;;;r",,;j'.--:-,..:;rj';';'--' --I~~ ----,-
-AW, , =-::z;;;, ,~;:".;, ,n r.;,. .- '2";;;;7:5;711-:;-...---~---..-.--.-"7S;-.;- -.,...-----
-m,7#;;"T)I,tl-:,-~,---;<;'rl/" !;-..---...----~-- --'---,-:.r;;- ---
900, lti];\l'liUiUiiUOii11imlrnmJJiilHlfiVlllCf," -----
90\:-lii101fltliOiii"----r.;r,;J;; 10 dJ1L @TiDY./)7d'1 - 3.4, J f' ..
-'02,-ttOifciiiliiiiiiiliCiPiiii;1Uiii'10l mQ, \0----- -- -------...
-~J:l1iI.,~r~iUiliiCep.iiiilUiiil"----y..,,..-----.,.--..... . .----- ---
90CfiOodhllUfl"CO ~ v",lo . ---- .--..-
90S. -. .-----,---~,----.,,-----
1O"00~S1RVlrummlO vm1ftiH'IR
loonr.iil~ InsUllO"
10orMOili'I' IlIlUllne.
looT.Clly PIOpiiliTai..-
-1~:CounlY PlOp"tV t",.
lOOOiiiiUall\iiilniOi,1I1Mirnl.)
-loor.mo,ll'IO,,,lv'''u
1OO7;"'1'li1'iiliIi!:flOp,l"
,oor.:troorfnlUlllltl
1ti09, AC&.I((,,,,;r-A-;cr:lrA11/!.1~n7"
,\DO, I \1 eIlAROts, -,
'lOt. Se\tl.rntnlor clotlnllet \0
~lIeiiilch \,-
rornu. ",mliiilJOi1" 10-'
l1ot"1ll1.lnsllll"CO bl"~er . I,
\m:DOcUmTnlP"pOlIUon 10
11~1-1"1 10
.,1Qf.l,1 ''''v'il... 10 10-
1i101udo. ooovelloll1. No,: ---::-: ;;!),"",.Mlrm ;""@~;ill"g,im;,;,1
11001l1ii1UII"CO UcIiIsiil)Ovilr"-sm~.f'w,,,,, ,d,t "'" I,'''''' 11-"'''- :",d/.,(.,~.V;;',,,,., "l""""'''''~'=''"'':
~~~~:~::.': :::::::: 0.0 0= 0.: {-:'j: ~-.:.' ',:-=~-~~--::~;ii::,itl::';:},~::'ii;!'!I;i:i;:ii!ii;,:"';'i,:;:!'~
l[\r.UciOw~ ' -
.111r.T1ilili1I'nl -
111l.tliiilnTr!Ofvl"
, tS.T~"110.Jrnl~ f (I.d,../t.-b -L> :rrlll-j.Ed
, , "MIIII R1C6li6 UIIIlIR clIlRots
, Icor n, 1111 Deed $ 1.3. SD MOIII'" , ;t 7 l-U ReI..".
120~, ~\rY/'OU"\Y t..Tsl''''Pll C..d1/t v),,, l.loi1i'\' $
110, .liTai/ll'mpll ClOd! J. 4' ';-:;;-f,lOil\.\i1'
.nOr.l'iiTtiiIIItiIII J.. ,IN H e ^ K, ("I
-nos, --~.-
~ii1QRlniffin\lil1C1iliiDES
13,1. SUlV!l- .-""'1,
1Io}:t'iill"PIOUOiI- 10
1103,
1m:---
1iilS,
"Hiilj~iOill5lmlMmllinlftU1S (ollIOIOd 01111"0' IOJ;SociloilJiiiid 502, Socllo" ~
J..!'!~c$.l-l- ). .'1 ,_tU~,!,~'-__ --~--
HlO,~' pel mo.
_Tm,~@f-.? ('1--~~'!".,---__ __ J I 7'/
It mo.@J l..1..L1:.,~.~~!'mo. .. 'JYJ,JQ ..;::;:;
~r 'pernio. ;::;::
"1.1110, @r-i77T'::--po~mo;-- --m~ :;:";'
_ mo, @ ,peI111Q. :W
mo~(!ifr--"---pil mo. ---- ,;~.
m~'$----irmo, 3/.1.,3.J
--
.----
---
-----
.,0(>
---
--.
.35":00
-:
_ .S7.~" __-
._..Lf.'{.~
__- ---1!:i-~
;l,00
-
.--"
-------...--
~1
Ibel "J
BEE l'flOE 3 fOn Cl~l\'l'lf'lC1'l.'1'lOtl NtD SlOUN1'UI\E9
mIIIR"..I,.)
IIV.U.>!" 1.,..1 ,Ii L I
_~OM~~~~I~~~~r~A~I~~_STol~r"~NUJ~~~~___,, _______
mAUOP "...' ".,m"",., ._, ...,_.....,... ... ,.. .......... "., ......... '" ..., ..., ''''"....-'IUNUMliR
Dorothy L. Paget
2197-0676
(All P!~i!;t-,_ ~n~i:;~~;(;iihR'ii.ht ~i}lJr;i"~;_~~~~IJ!.I~i~~i~,I~.~d~;~}~~!.ci.~~XT'-----~
ITeM
NUMUR DESCRIPTION
1, Nuvaen Ino. PA #197 - 99.207 ohares @ $100.43
2. Nuveen Ins. PA 11170 - 2911.609 ahares @ $99.51
3. Nuveen Ina. PA /1184 ., 98.903 ahsrea @ $1011.02
4. Nuveen Ins, PA /1154 - 735.106 shares (a $106.17
5. Nuveen Ins. PA #159 - 50.051 sharen @ $102.91
6. Nuveen Ina. PA 11163 - 493.097 aharee @ $103.54
7. Nuveen Ina. PA #166 - 974.469 aharea @ $101.80
8. Nuveen Ina. PA #175 - 145.251 ahare~ @ $97.99
9. Nuvecn Uninaured /1153 - 600 aharea @ $26.86
10. Nuveen National /1118 - 95.667 aharea@ $39.08
II. Nuveen Premium Income Municipal Fuad - 1000 ahares @ $14.875
12. Benihana National Corp., Conunon - 1000 share a @ $12.00
13. Royal Gold. Inc., Common - 1487 aharea @ $7.75
14. USX-Marathon Group, Common - 600 aharea @ $31.43875
15. USX~Steel Group. Common - 120 ahares @ $35.25
16. Medi Quip. Common - 440 aha rea @ $7.625
17. Nuveen Municipal Bond Fund - 16.615.458 share @ $9.50
18. Vanguard PA Tax Free - 1223.485 ahares @ $11.31
19. Delaware Tax Free PA - 7363.943 aharea @ $8.36
20. Delaware Caah Reaervea - 1?711.87 ahares @ $1.00
21. Vanguard Money Market - 23.911.69 ahares @ $1.00
TOTAL 1,1,1,0 .nlor'on IIn. 2, Recoplluloll~
(II mo".po.. II need.d, (nlO,t odd/liono',hee" 0' ,am. .I...}
"\,
VALUE AT DATE
OF DEATH
9.963.36
29.316.54
10.287.89
78.046.20
5.150.75
51.055.26
99.200.94
14.233.15
16.116.00
3.738.67
14.875.00
12,000.00
11.524.25
18.863.25
4.230.00
3.355.00
157.846.85
13.837.62
61.562.56
1.574.87
23.911.69
S 640.689.85
'jL,L',i'
D '
,::-'_-' " _ _ ~t_ / -.....; .- ':1
" "&', S"GOINS
",','_1 '"c..' - - .,-)~-~},
~24F9U~TH'.iSIREETh "
NEW CUMBERL;~NP,~A 17070
/2 - l <(- 17
KSfi/t-e. (fa ~l'lAt1vv; L. 'fA feT
S~d,o ~q, I ~7o/7.
&J I D], /ttnUi, _tl-fl-t" X l.q ~ ~~
0) I fI] ,1111,-(,(1... f~t)~'(I, I< )', \,~
o V) 'lid 611li'<t"';VLA Ihj(..I?<'t.-f. '/.. Sd ,r:f
Jq /) /. ~ .f(~(), 'J !J.e A ,
/1ll/ ov. ~'/o, ~j ~HI...,
r!flVll'cJ.t..,..~'l (YJ J .e&jl; U>] ,
['6f LS ~,G~ ~&...
@J (~q..c..L f(,'-V: x ~,
(;) rnrJt~ f/. rI >< r
6~ r;w.~~\ 16 f'/l&II\'C/.l X b<f
~ ., /V~r: n,
-
,- 2. 7r;'1
- (.12.~1 . nJ
~
3" (\/01
j'/f.t'1J,
zr."i, (/11,
5~d. (I'V,
3c1,(i'1l
t:pn . (/1) ,
II f'2-,
- .,
tlS16 , r:v.
W4;/~~)'
. (/VrYl-'U---:~,.
Dale Rishel · ScoU Rishel
(717) 774-4181
Intc.!l'cst Chl!Cldng Al:l:UUllt Stllh~ml!nt
I'Nt: IIl1l1k, C"IIt1I1II'/\
PNClRANIK.
1'lhllAtV ACll(HlIlt IIUIUhffl: 50.00UU."/2ot1
Pn\lll 1 "f ,
'.r ".. porlodOl/nll'''' to 0"1"1..1
NlIl11hOI of 0I11Jlo9t11A9: ,
0,
V rnl llt.hum tHl'ltnlllor lIIAlvlco or
mill 0111 !nlf'!}: Cn1l1.80U.631.22U2
t'i~ Wlltn In: Ctl~I(l11101 Snlvlno
PI) (lux (jfHJ
"lIt,hllluh P^ lS13[),9138
~!i Wlltllh for oUt noW E.Ml'ln mhhnss
.- VI!llt \19 nt WWw.fllwhallk,cOIH
~lllJll tn,,,,lnnl: \,8[)O,531.10~8
1",11",1111\11; hlllHhrtl r11~nl, 0..1)'
DOROTlIV L rhGET
300 LAMP rOST lH
CAMP HIll rA 17011-1460
<D INTRODUCING YOUR NEW MON1IiL Y STATEMENT. LOOI< INSWF. FOR MOllE: INFORMATION ABOUT TlJIS
NEW ACCOUNT STATEMENT, AND rHANI<S TO I\LL OUR CUSTOMEIlS WHO HELPED DESIGN TlJ/S NEW,
IMPROVED ACCOUNT STATEMENT... WE COULD NOT HAVE DONE IT WITl/OUT YOUR /fEI.P,
Int.r..t ChecklllY AoOOtltlt Stlmmary DOIolhy L I'nilnt
ACCOUI1IIll[)l1he,: 50.0000.'1209
1.1...0. ..III.....ry
l'hm90 !HW ~~tn1l9octlol1 fol
mhlltlollnlllllollllAUOI1,
()t'lpo~!~!t fllId Checks IInd olhlll
other IId<litlont dod\lctIO!l!
7,\11 12,B,,7.Bi1
~",te: _ T~M IS .,.~"
/II",vAL. RaTlRll'Mli'III'r
i'1l'r'MliiV'T LIJ~'CIl .....AJ
RlliV~aI" 0 t. U,S ,(;."~1I4""""
^, 01 09/11, nt,,'nl "I .108.08 '" IIIt.,.,t
WA!i enlllml thl! vear.
h~lIh'llh'\1
hftlnnce
1:l,\Jrl7.80
AVIIllIOll1lonthlv
IJAhlllClJ
7,07:1,\1:\
Chf\lgn~
flmllan,
,00
In...... Smulllnry
N\llllhnl (If tlnv' AVfllflOll c(lller,lotl
In lnl".,t p..rlod bflhlncllor ArVE
11l1'18~1 eftlllotl
Ihl'1181jo(1
'UIl
Ann\lftl r.rr,nlI11l1U"
Yield hrned IArVel
"tlOY.
1:1
t\,Hr.7.fI,()
Aodvlty D.tall
D.p..I.. ...d Olher A....ltlo...
Ott_ Amo\mt Ull~CdIl1i{l1l
1 hele Wit! 1 Delloslt or Othor AlldlUan
totnllllu.',91.
na/IHI
"1111 f..ln....MI lJ.......,...1
oete_____'€-r::2.R':-, 19'7~1
..----.-. -. ...--.--.-- -. .----~--------.._~.__.
FonM "'.412 111/0') CI'OSN I\egiolt
J.JN~lJA.N~C'II't10ll:._-C~~~nCh ~07-~~~~:~i. -_.__..-
We Debll
Your
Accounl
_..._.....".............-m-......n-....."..--.-..""..--n.....-..
r
JI~~57. 80
ACCOLill!' 't~ln 111)0 t
lin IWlui"jG
AMOUNT $
50C>O
72.~'l
l>'-\O
_._......m_..._______"..._ _.n___......__.
---\--------_.
1~.tlOII'1 ",..ocl.tlo
.L
.
.
.
I
,
~, ~M=>~
bolW"iWf
By
---..\,-------.--..-,--. --
__......m__.....-__..._.__<<'.___..
I: '1~oq"'qqO ~I:
5000[,[,'1 ~aqll'
01,0 ,"ODD ~ ~8 5 '180,"
c;OMMONWfM1H Of PEHt-IS'ftl/AHIA
INHflll,...NCf: lAX llEWRH
REflIOfNl D(CEOEt~l
iitATE 0'------'--=""="'.- --,~""
;,____.__.Y(ll:(l~"-t~ 'l'l\~et_
itEM
NUM8ER
-----_..~.- _.~_.-.-..- _.-._.~----,-,._,--_.
A. Fun..al Expen.."
UI/.'~l1tK' (1,111
1,
8.
.
~
--_.._~-_..-_...._..-_.-~..- .._-~----_.~--_.-_._-,,_..-_...-.---.~---------- ~----
DESCRIPlION AMOUNt
Pa~themore Funeral Home
Funeral Expense a prepaid
1,
Admlnl.I.al",. Co.I"
per.onal Repre.enlatlve Camml"IOnl . 189
Social Securlly Number of penonal Repre.enlollve, ---c"-
Yom Comml"lo", paid __J..21II
18 - 699t
2,
Auorney Fee.
3,
fumlly Exempllon
Clalmanl -'---
-
~ Relatlon.hlp
Add.e" 01 Claimant 01 decedent'. dealh
Slreet Addre" --~---
Clly .----'--
--
_Stale __ Zip Code
4,
'Probale fee.
c. MI..ellan.ou' Exp.n....
1.
Filing Fee
Cumberland Law Journal. Estate Notice
2,
Evening Sent ine1. Estate Notice
3,
Il. naaehore; Appraiser. peraonal property
4,
Central Penn Appraisals. Real Estate Appraisal
s,
Coat of selling real eatate. see attached
6,
Marilyn Williams. labor. prepare houae for aa1e. clean house,
etc.
n I< S Coins, Appraiaer
Mumma Jewelry i jewelry appraisal
_J~~~er}{ed_!;,!LC;-,Qe.e ,.efl!;!lt~t _IlUlL iU,4Lllr.C.OUllL----.---_.'---
lOlA~ (At.o enter on line q, Recapitulation)
7,
8,
_~_~_.u
I" mo.. .pa.. I. n..d.d. In...I addlllanal .h..I. 01 '0"'. .la.,)
--
------~-
$31,500.00
4,500.00
536.50
15.00
60.00
71.50
20.00
250.00
1.679.00
668.25
50.00
160.00
_.-25ll.00
539.760.25
--
1lf",IJUUtIU11
~ib
COMMOHWUIliI or 1"mHn"AH1A
INHllnAHCII^1l ..'U.N
..........,....._--------_.--.!~~~,-~~~!~.!.~!-
mATE O. --------,-
SCHEDULE J J
BENEFICIARIES
'.:.L;_:;::...o~;.:.:.:;==;,;;,~;,;':";~=---;::-==~;"""-~;;"_.
.ILI NUMBER
ITEM
NUMBER
1.
2.
3.
4.
---'
lJorothy I.. I'I1~eLn
-
NAME AND ADDRESS 0' BENE'ICIARY
RELATIONSHIP
--'-'~ .._-"....._.~-~..~.._._-_._- ~------'-------_.
AMOUNT OR
SHARE 0' ESTATE
Nephew $10,000.00 Bequest
None Bequest of ring
Nephew Bequest of $25,001
and grandfather cl
None $10,000.00 Beque s t
None Bequest of diamond
pendant
None Bequest of table
Great niece Bequest of ring
Great grand $10,000.00 haquest
A. r cl.lwblo 8equ..h:
S. gdwl.n him, .II'., 1313 Rohinson hve.,
lIavertown, I'A 1. 9083
F.velyn hhn, 1313 Rohinson Ave., lIavertown,
I'A 190B3
Burton L. Blanch, III West Keystone Ave.,
Wilmington, DE 19804
Dawn Blanch, 3760 Laurel Lane, York, Ph 17402
5.
Charlotte Schenk, 1902 Princeton Ave.,
Camp Hill, PA 17011
6.
Elsie Blanch, III West Keystone Ave.,
Wilmington, DE 13804
7.
lI.ather Ahn Campbell, 3804 Misty lIollow Rd.,
Point of Rocks, Mil 21777
8.
Kennedy Sawyer Aim, c/o Edwin hhn, lIl, 3609
Country Club Rd., Allentown, PA 18103
.._~--_.-~-----_._~-
..._--_.~_._-_.
ITEM
NUMBER
-..--- --_..-
NAME AND ADDRESS 0' BENEfiCIARY
..... ----,--_..+---~_.._...-~._--_.-_......_-~--_..__._..~----
B, Charitable and Governmental Bequests:
1.
Silver Spring Preshyterian Church, 444 Silver Spring Rd.,
MechanicsbuI'g, PA 17055
2.
I.ehigh University, 27 Memorial Dr., Bethlehem, PA 18015
3.
Shrinera lIospital for Crippled Children, c/o Edward C.
Castagna, ,Jr., Esq., P. O. Box 31356, Tampa, FL 33631-3356
..-,. ---.--------------.,--
AMOUNT OR
SHARE 0' ESTATE
$10,000.00 bequest
50% of residue
25% of residue
(II mo.. 'po.. I, n..d.d. In,.,1 additional ,hoot, al ,am' '11.t
TOTM CHARITABLE AND GOVERNMENTAL BEQUESTS (Allo enler on line 13, Roc"plt"lallon) $
._--_..~--------_..._.~.__._._....~.~._-~----_..-._~.
U"',UU'~.ll'''1
ISTATI OF
ITIM
NUMIIR
g.
10.
It.
12.
ITEM
NUMIIR
1.
~~tb
(,tjMI.u)~IWIA,tnl Of "'m,n"'M~IA
INNllIlAHel fAil "'UIN
.UIOU" OICIOtNI
~ ,.~-- ~........,
J
--"--,,:::--
PILI NUMln
SCHEDULE J
BENEFICIARIES
Dorothy I... I'agllt
NAME AND ADDRESS OF IENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARI OF ISTATI
A. 1 ",tobl. Bequeth:
Gamma I..ambdn Chaptllr of Pi Kappa hlpha
Fraternity, 515 Delawnre hvenue,
Bethlehem, PA 18015
NOlie
10% of residue
Robert Burns Lodge 1164, F&hM, c/o Gary Wendt.
Secretary, 2835 Oakwood Dr., Harrisbutg,
PA 17110
None
5% of residue
Zembo Temple. A,h.O.N.M.S., c/o William Moore,
Recorder, Third and Division Streets,
Harrisburg, Ph 17110
Iil'one
5% of residue
Pi Kappa Alpha, 577 University Blvd.
Memphis, TN 38112
None
5% of reddue
NAME AND ADDRESS OF IENEFICIARY
AMOUNTOR
SHARI OF ISTATI
B, Charllablo and (lavornmonlal BoqvOII"
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS IAI,oontor onU.o 13. Rocapltulatlon) $
(II moro .paco I. noodod, In.orl additional .hoo'. 0' .omo .110)
I
\',
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
I
I
III
John M. ~;akin
dl I I d d Ih his the Executor
beln", duly w_ _-'iworn - eccor n9 0 OW, opos.. en "Y' ot e -'------,,---.-------
___ ",., ____ " 01 Iho Estele 01 _,J!,?.!.?_t_l.l}'-'~.Pa.&.e~________..________
101. of ._n Ha.mpden Township.__, Cumberlond Counly. P." d.c....d end Ih.1 the
within I. on Inv.nlory modo by _ John M. ,Eakin ---___ - ,,--, Ihe .0IdJohJLM~.FJ!.kin..__
01 Ih. onllro edoto of sold docedonl, conslsllng of ollth. personal p,oporly end r..1 ..Iote, ....pl ro.1 ....1. ouhld.
th. C"n'm.nw..llh of Pennsylvanie, ond thel 1100 figure. opposite eech Item of Ihe Inv.ntory r.pr...nt It'. '01, v.lu.
U o( Ih. del~ nf decedont'. doelh,
,s;;.,/~
_ _,.' ___ end sub.crlbed before me,
_ (lCVlC}<!~~ JL_.._____'-__.....___19 Y..X_.___
"if V <'~ ~J'
&~!. . C. '(\....b..t>U..<;,'--' .
NOlllrj.1I.S0~1
Marilyn C, Wllllall1s, rJnWI' Public
Moch.nlc.bUlg Boro, Cumborland Counly
My Comml.Rlon E,plre. Nov, 6. 2001
Member. rellll,ylvani' iiisoriiltlon 01 Nolal;os ~_'
01 Oeoth .----aD~~---.-....-..,-.-.-----.'M.n~ 'y.---
199)
Vu,
Dol.
INSTRUCTIONS
I. An Inventory mud be flied within three monlh. efte, oppointmenl of personol rep,..ontotlv.,
2. A .uppl.ment Invenlory mu.1 be flied within thlrly dey. of discovery of oddltionol on.".
3. Addltlono' .h.." moy be olleohed as to personelty or r..lty
4. S.. Arllol. IV, Flduclerle. Acl of 1949.
Ii
@ ~ -ti
.
..
~ ..
0. g j .
~ '" ~ Of :-
j!: i ~ u. .; :. ~
u. 0 ... ~
IJ.l 0 i
~
o Q
- ffi ~ J
0 ~
Z 0. "II
.
..
... "1:
0 "
... "II ...
" e J
... .
j ~ if
u
5fll- .2
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
*
'UREAU OF INDIVIDUAL TAMES
INHERitANCE lAM DIVISION
DEPT, m4D1
HARRISBURG I PA 171ZI.0601
NOTICE OF INHERITANCE TAM
ApPRAI~EHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAM
UV.\I41II ", I...tll
03-16-98
FAGET
07-29-97
21 97-0676
CUMBERLAND
101
E_-=~t R~IH~_--:l
MAKE CHECK PAVABLE AND REMIT PAVMENT TOl
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS ...
iiiv: ii;;j - EX - AFji -nl,:;;"i -iillficr-o,- "iNHiiii TANC! - TAX -WPRAi iiMiiii' -; - Ai-rowANC! - OR- - - - - -- - -- - - - - - --
DISALLOWANCE OF DEDUCTIONS AND A$SESSMENT OF TAX
DOROTHV L FILE NO. 21 97-0676 ACN 101
JOHN M EAKI N
MARKET SQUARE BLDG
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
L
DOROTHV
DATE 03-16-98
ESTATE OF PAGET
-
TAM RETURN WAS' (X) ACCEPTED AS FlI,EO
( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..I Elbt. (Sohedul. A) (I)
2, Stoe>k. end lond. (Sch.dule II (2)
5, Clo..ly Held Stook/p..tn...hlp Int....t (Soh.dul. CI (5)
~, Ho.t...../Not.. R.o.ivllbl. (Soh.dul. 0) (4)
I. C..h/lonk Oopo.lt./Hl.o. p...on.l P.oP..ty (Soh.dul. E) el)
6, JoIntly awn.d P.ope.ty eSohedul. F) (6)
7. T.on.f... (Sohedul. G) (7)
I. Tobl Au.to
NOTEI T~ in.ur. proper
credit to your .coount,
lub.it the upper portion
of thl. fo.. wIth you.
tal( p.y....,t.
164.200,00
640.689,85
.00
.00
36.852,04
, OJ..
,00
(I) _
841, 741,89
e,)
(IOI
39.760,25
1.685,73
(Ill
(I2)
(IS)
(I~)
"1 .""Ii 4a
800.295,91
547.525,68
252.770d!
APPROVED DEDUCTIONS AND EXEMPTIONSI
'0 Funerel EKP.n.../AdII. Codl/HhCl. E)(p.,,'.' (Schedule H)
10. Debt./Ho.t.... Ll.bllltl../Ll.n. ISoh.dul. II
11. Tot.l Deduotlon.
12, Not V.l... of T.. R.tu.n
15, Ch..ltobl./Gov..no.nt.l I.qu..t.) Non-.l.ot.d '115 T.u.t. (Soh.dul. J)
14, N.t V.l... of E.t.t. Subject to T..
If .n ......m.nt w.. i..u.d pr.viDu.lY, lin.. 14, 15 .nd/or 16, 17 .nd 18 will
r.ft.ct figur.. 'th.t includ. the totd of &.lJ,. r.turn. .......d to d.t..
ASSESSMINT OF TAXI
11. A.o~t of lin. 14 .t Spou..l ..t. e 11 I
16, A.aunt of Lln. 14 t..obl. .t Lln..l/CI... A ..t. (16)
17, A.aunt of Lln. 14 t..obl. .t Coll.t...l/Cl... I ..t. (17)
II. ,.lnolp.l T.. Duo
TAX CRIDITSI
pAVHENT
DATE
12-26-97
NOTE I
.00 X ,00.
,00 X ,06.
252.770,23 M.15.
(II)
.00
,00
37.915,53
37.915,53
RECEIPT
NUHBER
AA242601
DISCOUNT 1+)
INTEREST/PEN pAID (-)
,00
37.915,53
AMOUNT pAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
37.915,53
,00
,00
,00
. IF pAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN fl, NO PAVHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAV IE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
I
\
0' ,
I
(.iI
F~'
,~ :J
U(,)
RESERVAT10Nl E.t.,..o' dlG~" dylnt on or bI.or. o.G~r 12, 1..2 -~ If '"v futur. lnt.r..' In the ..,.t. 1. ',en. far red
In po.....lon 0, ,"jD~t to tt.., . (~oI1.t.r.l) b~flcl.rl.. of thl dloedent .ft., ,he .~plr.tlon o' InY ..,.t. for
11f. or for v..r., t~ C~.lth hereby IMPr..'lY ,...rv.. the rlth' to ."r.I.. ~ ...... trln.f.r Jnherlt~. '1M"
.t thli llN'ul tl..' I (CoUttlrIU nt. on MV IUGh future lnt.r.'\,
_Of
MOTlCEI To fulfill tho ,....lrMen'. of 'MUIM' 2140 of the lnn.rl'llncl .nd Estlt. '1M Act, Aol 21 of l.n. (12 p,S.
'IOtlon'I"OJ.
.FUNO cetU, , r.flJf'ld .f . tlM er.cU', wnloh .... not ,.quelt.d on the '1M R,turn, "'1 be n....'ad by OCMlllI'U", In "Applloation
for A,fund of PMWllvl"",lt lnherlt.ncll Ind Est.t. 18M" (RU-UU), AppllClIUon. .r. IIIIU_lt It tM Offlol
of thl R..ht.r of MUh, "''1 of the 2S At"''''''' DlI'rlot G,Ue.., or by CIUlng the .,.111 Z4-hoUr
an.werl", ..rvlo. ~r' for for.. orderln11 In penn.vlvanl. lRIOO-S6Z-Z0Sn, out.lde penn.vlvanl. end
wUMn 1M' I HtrrhbUr. .ra. (711) 1I7R'094, TDDI (711) nz-usI (Head", IlIPalrad OnIV),
OIJECTIOHII Anw ,.rtv In Int.r..t not..tl.fled with thl IPPr.I.~t, .IIOM-nc' or dl..lIOManc. of deduCtion., ar .......-nt
of tlM Unaludlnt dl.count or Int.r..t) I' .heMIn on thlt Hotle. "".t obJlIClt within .IMtv (60) AW' of r.c.lpt of
u,.. NoUce bYI
--.rltten protllt to the PA Dep.rtMnt of R'v.nue, loerd of App.ah, Dept. 111011, H.,rllbUr" PA 111za.1021, OR
--.Iaotlon to ha~' the ..tt.r det.r.lned It audit of thl account of thl p.r.onal r.,r..antatlv" OR
..."..1 to thl Orphan" Court.
I
Ii
PAYMENT. Ool..h lho lop po,llon .f Ihl. Moll.. end ....11 wllh ..u, p....nl I. lho R..I.", .f Will. p,lnl.d on 'hO ,...,.. .Ido,
R-Klk' chick orHnlY order pav-*,I. '01 REO lITER OF MILLS, AOENT
AIlIUN
lIT.ATlVE
CORREcnOMlI
FlCtual .rror. dl.cov.rad on thl. ......-.nt .hould b. tddr....d In Nrltlng tal PA ~.p.rt..nt of R.~anu',
lurl'" of Indlvldu.1 "ICII, ATtNI po.t A.....lllnt ...vlew Unit. Dlpt. 210601, HerrhbUr" PA 11121-0601
Phone (111) ,.,.6S0S. ... p'" S of thl bookl.t "In.truotlont fer Inh.rltanc. TI. Rlturn for I "1.ldent
Decedent" tRt:IJRliOU for an IlCplanlUnn of _lnlltraUvlly corr.c'lbl. .rrQr..
If 8ftY tlM due II ,aid Nlthln thr.. (S) clllnd.r aonth. aftlr thl ~edlnt'. delth, . flY' percent ('X) dl.count of
thl tlM ,.Id I. allowed.
ThI IIX t'M ~.t~ nonRp.rtlolp.'lon penlltv I. c~tld on t~ tot.1 of thl t.IC and In,.r..t ......td. Ind not
'lid before Jenuery 1', 1"6, the flr.t dlY ,f'.r thl tnd 0' thl tlIC ..na.tv per'~. Thl' non-p.rt'a'patlon
pMaltv h .pp..'.1. In the ... a.,.,.r end In ,he ttw .... U.. perlod a. you MOUld ."..al the t'M end lntlr..t
thlt he. Men ......... II lncl1C1ttMI on thl. noUe..
Inter..t 1. charted "-Innl", with flr.t dlv of delinquencw, or n'ne (9) IKHlt~. end OM (1) d,v frOll the data of
dea'h. to thl dlta of ,IYII"t. 'aMI' which bIC'" dtllnquan' blfora Jenulry i, I'" blar '",.ra.' .t 'hi rat_ of
.1. ('X) percent plr ~ calcula'.d It I d.lly rl" of ,000164. All taM" which bee'" delinquent on end aft.r
Januarw I, 19er ",111 ba.r In'tar..t at a rl:ltl which wll1 VIrV frOll call1nCllr wtlr tc cllendar Yllr Nlth 'h., nta
ennounotMI bv thl PA Deplrtaen' of R.Y~. ThI IPpllclbl. lnt.r..t rat.. for 1'" through 1'91 ar'l
U!l: lnttra.t "a" Dalh Inter..t fllctor U!l: lntarllt Ra'. DillY lnt.r..t Flctor
19C2 IOle aoas~' 1911 ,~ .0002""
"U 16~ ....41. 1"'-1"1 11;( .0.nDI
.." Ule .000101 l'9l ,~ .000241
IU. ux .0001M 1".1-'''-' 1~ .000191
.... 11;( .000lf4 I"S"I'i'" 9X .000241
R-In'arllt l. IIlwlltad .. follOMIl
IHTEJElT . 'ALANCE Of TAX UNPAID X NUK'ER OF DAYS DELINqUENT X DAILY INTEIElT fACTOR
--Any Notlc. 1.1UId I",r 'hi t.. bIo.... delinquent "'Il r.,lect an Int.r..t clloul.tlon to flftlan (15) d.y.
bevond thl uta .f thl .....Hlnt. If' PIV",,' It ..... 1ft" the lntarllt coaputatlDn' dlt. .~ on thl
NoUel, addlUOMI In'tr..t llUit be atlcul.'....
DISCOUNT I
PlMAl TVI
INTE.'"
/5";'/ q 7, D?
IUR!AU Of INOIVIDUAL TAMES
IHH€RIIA..E 'AK DIVISION
DfPT. ~'''Ol
HA""I"UJG, PA 1711'~0601
'*
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSVLVANIA
ESTATE TAX lASED ON FEDERAL
ESTATE TAX RETURN
C-
'.~."IIU UP UHII
JOHN M EAKI N
MARKET SQUARE
MECHANICSBURG
03-16-98
PAGET
07-29-97
21 97-0676
CUMBERL~NO
201
f AlIOunt' RoUted
MAKE CHECK PAVAILE AND REMIT
PAVMENT TOI
DAtE
ESTATE OF
DATI OF DEATH
FILE NUMIIR
COUNTY
ACN
DDROTHY L
BLDG
PA 17055
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
NOTE I To in.yr. proper oredit to ~our acoount, .~.lt the upper portion of thl. forM wl1h ~our taM p.y..nt.
CUT ALONG THII LINE .. RETAIN LOWER PORTION FOR YOUR FILlS ...
Ri{i:4iji.EX.iiFp.-{03:-'7j.----....NO"fici{.o'.-DiTi-RMiiiATio-N-AiiD.Aiiiiii-MiNif..--.-...-----......---..---
OF PENNSVLVANIA ESTATE TAX lASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF PAGET
DOROTHY L FILE NO.21 97-0676
ESTATE TAX DETERMINATION
ACN 201
DATE 03-16-98
1. Cr.dit For st.t. D..th T.x.. .. V.rifi.d
2. P.nn.ylvania Inh.ritanc. Tax A......d
(Excluding Di.count and/or Int.r..t)
37.915.53
3. Inh.ritanc. r.x A......d by Oth.r Stat..
or T.rritori.. of the United Stet..
(Excluding Di.count end/or Int.r..t)
. OR.....
4. Total Inh.ritanc. Tax A......d
37.915.53
5. Penn.ylv.ni. E.t.t. T.x Due
TAX CREDITS I
PAYMENT
DATE
D ISCDUNT (+)
INTEREST/PEN PAID (-)
"IlECEIPT
. ;NUMBER.;
AMOUNT PAID
i
r
I~
~
Lt,
'-,)
'.j\
.. ,.
rl ~'
.:._ ....1
Ul.)
"If fAIOAfTER THIS DATE, SEE REVERSE SIDE
fOR CALCULATION Of ADDITIONAL INTEREST,
TOTAL TAX CREDIT ,00
IALANCE OF TAX DUE .00
INTEREST AND PEN. ,DO
TOTAL DUE ,CD
(If TOTAL DUE IS LESS THAN 81, NO fAYHENT IS REQUIRED
If TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY IE
DUE A REFUND, SEE REVERSE SIDE OF THIS fORH fOR INSTRUCTIONS,)
.00
.00
PIlRPOIl! of
MOIICE.
TfJ fulfill th4t ,,,,'r...nh of '.oHon 2141 (b) of tht tnMrltllnCl' lInd Ethtl hM Aot, Aot 21 of 1"1.
(12 P.I. StetSon '145.,
PAYMENT!
Detach thtl top porUon 0' thh Hl)UaI and lublllt MUh your Ply.."t to tN "..lIt.r of Will. print" on "WI
r.y.r" deM,
u Milk. oMck or .one" order p.y1b11 tOI AEGIITEI OF "ILLS I AGENT.
REFUND (CR) I
. r.fund of . tlM or.dlt I'Y bl r,qUllted bv o.-plltlnt 1ft ~AppllC1.t'on for R.fund of p,nnl"lYI"lt
InMrlt.ne1 W1d [stat. ',)1." (REV-aIS), Applications Ir. IVIllMl. at the Offlu of the R..lster of 'UU.,
on. .f tho IS ..vonue Ol.trlot Offl... .r fr" .ho Ooo.r...nt'. 14"hoUr on...rlnt ..rvlo. .....r. f.r f.r.' ordorlnll
In p~.ylY,"'. l-IOD-l'Z-ZDSO, outllde ,.nnl"lylftlt .nd .lthln looll Htrrl.bUr, .r.. (111) 7"~'D'4;
TDDI (717) 712-2252 (.....rln. 1.,.lrlld Only),
OIJECTION'. In. p.r', In In..r..t no' ..tl.ft.d wl'h tho .......ont of t., .. .nown on thl. notlo. ... obloot within
.hetv (60) dlv' of rlollpt of thlt MoUe. bYl
u",rlUen pr6t.t' to thti pA DIP.rt..." of An"'" s.oard of Appaal., o.pt. lI10Zl, Harrhbur., p, 11121-1021, OR
--alaoUne to h...,. tM .athr dlt".lMd .t wcUt of tM ,.rsonal repra.entaUv., OR
-~:JPtM.l to the orphans' Court,
'OMIH"
IIT."IIIE
CQRR!Cl1DN1I fllCltual arrors dhcavared M thh a.....unt shOuld ba eddr....d In \IIrlUnl tal P' Dep.rtHnt of Rtlyanu4l,
lur'.u of l~lyldual Tax.a, ATTNI Pa.t ,.....-.nt R,vlaw unit, Dlpt. Z10601, H.rrl.bUrl, PA 11121-0601.
Phone (117) "7-6501. Saa pIli 1 of the booklat -In.tructlon. for Inherltanca TaM R.turn for a Ra.ldant
Decadent" (REII-1S01) for an .lCplmaUon of ..lnl.traU".IY carr.ctabl' Irrort,
PeNAL TV I
The Ux tlM unadv 11On-parUctpIU~n p.nllty II ~ted on the tntl' of tM tllC MlCI lnt.rr..t .....ted, and not
paid befarl JMUlry 11, 1996, tha fit,.t day ,ft.r thl and of the telt .."..'CY period, Thh non-p.rtlcipltlon
_It. I. _.Iob" In .ho .... .onnor end In ,ho .ho ._ t1.. p.rl" .. ,ou would ......1 tho 'OM end Into~..t
thl' hal b.en .......d a. indlcltad on thl. notlc.,
For dat.. of de.th on or .ft,r 10-]-'1, Pann.ylv-naa E.t.t_ Ta~ b...d on thl Fadaral E.tat, Talt
r.turn b...... delinquent at tha .ltplr.tlo" of nine (0') aonth. froe t~ d.ta of death.
INtEREST I
for dat.. of daath prior to 10-)-'1, pann.yl..,~la [stat. T.x ba.ad on the Faderal E.tat. TaM r.turn
btc.... delinquent .t thl 'lCplr.tlon of .Ight.an (11) .onthl frol thl data of d..th.
Tax" Nhlch baC'" d111nqu4nt b.for. J.nu.ry 1, I'll b.ar ~nt.r..t .t thl r.to of .Ix (6XJ ,.rcant plr annul
c.lcul.t.d .t . d.lly rata of ,000164, All hlC" "doh.,..... dllI"....t on or aUar JanuarY', 1"2 "Ill ~Ir
In'ar..t .t I rat. which wUI v.ry frOll c.llInd.r VIII' to ClII.ndar y.ar with that nt. ~acI by thl Pi
.artHRt of R.vlnue. Th' IPPllcebl. Inter..t ntll for 1912 throuth 1". '1"1
V.lr lnt.,..t ..tl D.Uv lnter..t Factor V..r Int.r..t Rata DaUy Inter..t FllCltor
1912 lO~ ,000l~1 19" 'i': ,QOOZtt7
I9IS ax ,000411 1"1~1"1 11;( .00OSOl
I'" IIX ,000101 1"2 ,x ,OOUtt'
'91' UX ,ODOlS6 1"5~1~ 7X ,OOOIt!
If" lOX .OOOHit 1"5-1'" ,x ,OOOZtt?
--lntarllt l. ClIlculltad .. ,0IlCltilSl
lNTEREIT . IALANCE OF TAX UNPAID X NURIEI OF OAYI DELINQUENT X DAILY lNTERElT FACTOR
--Any Notl~1 ...van ,ftlr thl t.1C blco'" dall~t will r.fllOt an lntlr..t ~lloula'Ion ,. flft,," C1S) dlY'
beYond the dati of thl ......Mnt, If pIYlant II ,Ida aft.r the Intar..t COflPUtlUon datI Mown on t~
Mot'c" .-dltlonel Intare.t au.t b. c,'culetad.
Hue
[;','1
'98
Sl[lJO
II!' 'I.;{J
ill,I,_"
010'1
GUITI' ,
I'f\
'_01'
NllTICEI
To fulfill the raquir..-nt. of Section 21~5 (b) of the Inn.rlt~. 8nd e.tet. T.~ Act, Act 21 of 1995. (12 P.I,
Motion 91~5),
PA'itENl'
htllOh the top portion of thh NoUc. end lub.1t with your pay..nt to tht R.,lIt.r of .,UlI printed on the
rawr.. stde.
u .... chMk or 1IOOe)/ or.r p.vabl. tOI REOISTER OF MILLS, AOENT.
REfUND ((Rh A ref\nf of . t.IC credit .ay be reque.t.d by cOllfJlaUng en "'pJ'lleatlon for Refund of Penn.yly."la
Inhe,'ltenc. efld E.t.t. T.~" (REY~1!l]), ApplloaUon. .r. eyell.l. at ttM Offlo. of the Rqllter of WIUs,
Iny of the 23 Rev.nue Diltrlct OHio.. or frOll the DepertHnt., 24~hour an.wrlno ..rvlca ~I" for for.. order Ing I
In pgnnlylv8nla 1-100-562-2050, out. Ide P'nn,Yly~l. Ind Mlthln local Harrl.burg .r.. (717) 717-8094,
1DD. (717) 772-2252 (Ha.ring I~air.d Only).
OIJECTIOMSI Any party in int.r..t not ..tllfl.d Mlth the ........nt of tex .. .hown on thl. notic. .ay obj.ct within
.Ixty (60) day. of reu.ipt of thll Hotlc. bYI
'--Mrltt8n prot..t to the PA o.partaant of R.v.~, loard of Appeal., Dept. 261021, Harrl.burl, PA 11121-1021, OR
-'alectlng to hive the ..tt.r deter.lned et audit of the perton.1 r.pr...ntativ., OR
--eppeal to the Dt'PMn.' Court
AIIIIIN-
IlntATlVE:
CORR!CTIQMlI
FHtual .rrQ,.. dilcov.rlld on this ......HOt .hould tM IMktr....d In ..rlUng tOI PA Dep.rt.."t of R.venue,
lur.au of Individu.l Ta~.., ATTNI P~.t A......-nt R.v!.w unit, Dept. l10601, Harri.burg, PA 17126-0601,
PhoM (71'7) 717-6505. Se. P'" 5 of thll bookl.t "Jnttructlon. for Inherlt.no. Tax Raturn for. R..ldant
Dao~t" (REY-1501) tor an .xplan.tion of ~Ini.tratlv.ly corr.ctabl. .rrorl,
PENAL TV I
The 15X t.x .-na.ty non-p.rtlclpetlon penalty II c~ut.d on the tot.l of thll t.x and Int.r..t ......ad, ~ not
paid bafor. January II, 1996, the flr.t d.y aft.r the .nd of the t.x aena.ty p.riod. Thl. non~p.rtlclp.t.on
,.,.lty II ."...labl. In the ... eenner end In the the .... U.. p.rlod .. you would app..l the tax and Int.r..t
that he. ~ .......d a. Indlo.tad on this not Ie.,
INTEREITI
Additional Penn.ylv.nl. E.t.t. Tax ....,.ed a. . r.lult of . chang. on thll F.der.l E.tat. T.x ela.ing
l.tt.r bac~1 delinquent at the 'ICPlr.tlon of one (l) .onth fr~ the d.t. the final notlc. of the incr....
in Fader.l E.t.te Tax I. reo.lv.d.
Tax.. Which beo.. deUI\tfU8nt befot,. JahUlry 1, 1982 belr int.r..t at the r.t. of .ix (6XJ parcent par ~
calcul.ted at . dally ret. of ,000164. All t.x.. Nhlch bae... d.linquent on or .ft.r Janu.ry 1, 1912 Mill bear
Int.r..t at . r.t. Nhluh will v.ry fr~ oal.nd.r y.ar to calendar y..r ..Ith that r.t. "VM)unoad by the PA
Dapa,'tMnt of R.venue. The appliCable Int.,..t r.t.. for 1982 through 19.8 .rll
~ Int.r..t Ra't. D.Ily Int.r..t Faotor Y!!! Int.r..t Ret. D.lly Int.r..t htotor
1912 lOX .00054(\ 191" 9X ,000247
I9AS 16X .000438 1911-19')1 11~ .000301
1914 llX .OQOJOI 1'1'2 ,% .000247
19A5 U% ,000356 1993-1"'4 7% .000192
1916 lOX .010274 1995-1"1 ,% .000247
ulnt.r..t i. oaloulated .. follON'1
INTBRBST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice h.ued .ft.r the tax bao... del1nqlMnt will r.fl.ct M Int.r..t calcul.tion to flft..,.. US) o.y.
bayond the! at. of the .....nant. If P.yant h ... .ft.r thlt int.r..t coaputatlon da" .heMIn on 'hII
Motlc., additional In~'r..t au.t be calculatad.
/.'-;__ /1? .q
BUREAU Of INDIVIDUAL TAXES
IHIE.HANCE U. DIVISI,,"
Df:PT, r.o"l
HARR1SIURO, PA 17126~Of;Ol
COMMONWIALTH OF PINNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ISTATE TAX lASED ON FEDERAL
CLOSING LITTER
DATE
ESTATE OF
DATE OF DIATH
FILE NUMBER
COUNTV
ACN
'*
m.,....",'c..-'"
JOHN MEAKIN
MARKET SQUARE
MECHAN%CSBURG
09-28-1998
PAGET
01-29-1991
21 91-0616
CUMBERLAND
202
r---~i .R..ltted ~
MAKE CHECK PAVAILE AND REMIT PAYMINT TOI
DOROTHY
BLDG
PA 17055
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 11013
MOTEl To inlur. proper ore<<;ut to your M)oount, aub.tt the upp.r portion of this font with your tax p.YMnt.
CUT ALONG THIS LINE .... RITAIN LOWER PORTION FOR YOUR FILES ....
iiiY:'i3'-ijc--,,;p'TU:'-97r----..-iiii'ficE"iij:-iiii'iliiiiii"i'iiiti-AND-ASiisi-Mii;if--------------------u - u___
OF PENNSYLVANIA ESTATE TAX lASED ON FEDERAL CLOSING LETTER ..
ESTATE OF PAGET
DOROTHY L FILE NO.21 91-0616
ESTATE TAX DETERMINATION
ACN 202
DATE 09-28-1998
1. Cradit For Stata Daath Tax.. .a V.rifl.d
2, Pann.ylvania Inharitano. T.x A......d
(Excluding Discount and/or Intar..t)
37.915,53
3. Inh.ritanca Tax A......d by Oth.r Stat.a
or T.rritoria. of tha Unit.d Stat..
(Excluding Di.count and/or Intar.st)
,00
4. Total Inharitanc. Tax A......d
37.916.53
5. Pann.ylvania Estat. Tax Du.
6. AlftQunt ofPann.ylv.nia E.tate Tax Praviou.ly A......d
B..ad on F.daral E.tate Tax R.turn
1. Additional Penn.ylvani. E.tata Tax Du.
. TAX CREDITS I
PAYMENT
DATE
DISCOUNT (+)
INTEREST/PEN PAID (-)
AMOUNT PAID
RECEIPT
NUMBER
TOTAL TAX CREDIT .00
IALANCE OF TAX DUE .00
INTEREST AND PEN. ,00
TOTAL DUE ,00
.If rAID AfTER TNl& DATE, SEE IlEVERSE &JOE llf TOTAl. DUE IS LESS THAN n. NO rAYHENT IS REllUIRED
fOR CALCULATION Of ADDITIONAL XNTEREST, If TOTAL DUE IS REflECTED AS A "CREDIT" (CRt. YOU HAY IE
DUE A REfUND. SEE REVERSE SIDE Of THIS fORM fOR INSTRUCTIONS,)
. - '''~;'......
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coin collection
Nuveen Ins. PA 1197 - 99.207 shares @ $100.43
Nuveen Ins. PA 1170 - 294.609 shares @ $99.51
. Nuveen Ins. PA 1184 - 98.903 shares @ $104.02
Nuveen Ins. PA 1154 - 735.106 shares @ $106.17
Nuveen Ins. PA 1159 - 50.051 shares @ $102.91
Nuveen Ins. PA 1163 - 493.097 shares @ $103.54
Nuveen Ins. PA 1166 - 974.469 shares @ $101.80
Nuveen Ins. PA 1175 - 145.251 shares @ $97.99
Nuveen Uninsured 1153 - 600 shares @ $26.86
Nuveen National #118 - 95.667 shares @ $39.08
Nuveen Premium Income Municipal Fund - 1000 shares
@ $14.875
Benihana National Crop., Common - 1000 shares
@ $12.00
Royal Gold, Inc., Common - 1487 shares @ $7.75
USX-Marathon Group, Common - 600 shares @ $31.43875
USX-Steel Group, Common - 120 shares @ $35.25
Nuveen Municipal Bond Fund - 16,615.458 shares
@ $~.50
vanguard PA Tax Free - 1223.485 shares @ $11.31
Delaware Tax Free PA - 7363.943 shares @ $8.36
Delaware Cash Reserves - 1574.87 shares @ $1.00
vanguard Money Market - 23,911.69 shares @ $1.00
parthemore Funeral Home reimbursement
patriot News refund
Discover Card refund
USAA, insurance refund
PP&L rebate
USAA, insurance refund
Armed Forces Insurance Exchange premium refund
TOTAL
GAINS AND LOSSES ON SALE OF SECURI~IES
NUVEEll TRUSTS REDEMPTION - All were sold April 8, 1998.
Acquisition Value is as of July 29, 1997.
~
National Trust 118
Proceeds
Acquisition Value
$ 3,690.83
3.738.67
PA Trust 153
Proceeds
Acquisition Value
$15,444.00
1~. 116. OQ
PA Trust 154
Proceeds
Acquisition Value
$77,833.02
78.046.20
- 2 -
4,536.00
9,963.36
.29,316.54
10,287.89
78,046.20
5,150.75
51,055.26
99,200.94
14,233.15
16,116.00
3,738.67
14,875.00
12,000.00
11,524.25
18,863.25
4,230.00
157,846.85
13,837.62
61,562.56
1,574.87
23,911.69
446.07
80.80
1. 90
99.13
256.53
130.81
234.30
$675,144.10
l&.aa
$ 47.84
672.00
213.18
V.4NG(J~D I>
~edeemed JENNSVtV.4Nl.4 r.
:.....'.'.'0::-:".. ,.... ""-""'" '"SO... toN~
,..... ro< .... or >. _....
reinVeSted di1y 29, 1997
I>rooeeds Vidends,
.40ClUisiti
..'0.....;0 "'.' ""'3'." """"0'
diVidends
~-2
~
~~
$ 5,746'65
7'07'.4t
Net Gain
10....... 00 '"00". ACCO...
inVestments
1.) DEt.
.....,.,.Il~E G~OUI>
7/31/97 ' DistribUtion
8/29/97
9/29/97
10/29/97
10/31/97
11/21/97
12/22/97
1/22/98
2/22/98
3/20/98
4/22/98
5/22/98
6/8/98
272'16
267.43
'256.76
265'65
92.05
187'17
253.41
264.90
263'39
238.99
264.97 .
255'08
,,) """...-....1... . J..1.;.i2
"l'l XNCOltE II''',
8/15/97 "IVXCXI>.Ilt FUND
'IISI., . l.c..
9/15/97
10/15/97
11/15/97
12/15/97
1/15/98
2/15/98
3/15/98
4/15/98
"''4.~"''.-\-ry''''____q.._,
76.50
76.50
76.50
76.50
74.00
131.70
74.00
74.00
74.00
~
~ 5 ~
f\
$ 3,017.83
DistribUt.ton
$
807.70
~
:------
$ 4'572'08
$ 1'174'57
3.) NUVEEN PENNSYLVANIA INSURED TRUS'r, Distribution
a.) No. 175 - PA
8/1/97 61. 06
9/1/97 61. 09
10/1/97 61.12
11/1/97 61. 22
12/1/97 61.17
1/1/98 61.14
2/1/98 61. 06
3/1/98 61.21
4/14/98 113,30
$ 602.37
b.) No. 153 - PA
8/1/97 98.16
9/1/97 96.96
10/1/97 96.30
11/1/97 96.60
12/1/97 96.84
1/1/98 96.48
2/1/98 97.56
3/1/98 95.94
4/14/98 204.00
$ 979.84
co) No. 154 -PA
8/1/97 374.90 if
9/1/97 374.90
10/1/97 375.71
11/1/97 . 374.98
12/1/97 374.54
1/1/98 374.61
2/1/98 374.61
3/1/98 374.61
. 4/14/98 793.92
$ 3,792.78
d.) No. 159 - PA
8/1/97 23.84 ,{
91'./97 23.88
10)'1/97 ,; 23.84
11/1/97 23.84
12/1/97 23.84
1/1/98 23.84
2/1/98 23.88
3/1/98 23.87
4/14/98 50.05
$ 240.98
~ 6 -
3.) NUVEEN PENNSYLVANIA INSURED TRUST, Distribution (Continued)
e. ) No. 163 - PA
8/1/97 240.19
9/1/97 240.83
10/1/97 240.53
U/l/97 240.68
12/1/97 240.58
1/1/98 240.43
2/1/98 <140.58
3/1/98 240.43
4/14/98 .~52 .27
$ 2,476.52
f. ) No. 166 - PA
8/1/97 454.59
9/1/97 455.27
10/1/97 455.66
11/1/97 454.78
12/1/97 454.88
1/1/98 454.88
2/1/98 455.37
3/1/98 455.76
4/14/98 906.26 .$
4,547,4l:i
g.) No. 170 - PA
8/1/97 130.22
9/1/97 130.19.
10/1/97 130.16.
11/1/97 130.25
12/1/97 130.39
1/1/98 130.48
2/1/98 130.57 ,I
3/1/98 130.28
4/14/98 ~65.15
$ 1,307.69
h.) No. 173 - PA
81.1/97 41.27
9/1/97 41.35
10/1/97 41.49
11/1/97 41.55
12/1/9.7 41.57
1/1/98 41.60
2/1/98 41.42
3/1/98 41. 52
4/1/98 41. 40
- 7 -
5.) NUVEEN MUNICIPAL BOND FUND R
8/1/97
9/2/97
10/1/97
11/3/97
12/1/97
12/31/97
2/2/98
3/2/98
4/1/98
5/1/98
6/1/98
7/1/98
670.07
672.93
460.63
462.60
861.91
450.72
.452.76
454.60
456.46
458.:1.3
460.22
462.09
$ 6,323.12
6. ) VANGUARD MONEY MARKET RESERVES
8/31/97
9/30/97
10/31/97
11/30/97
12/31/97
1/31/98
2/28/98
3/31/98
4/30/98
5/31/98
6/8/98
$ 1,116.96
7.) VANGUARD PENNSYLVANIA TAX FREE INSURED LONG TERM
8/31/97 61. 72
9/30/97 59.97
10/31/97 62.09
11/30/97. 60.87
12/31/<J7 64.18
1/31/98 64.22
2/28/98 57.94
3/31/98 64.38
4/30/98 62.78
5/31/98 64.94
6/8/98 16.79
$ 639.88
8. ) FINANCIAL TRUST COMPANY, ESTATE CHECKING ACCOUNT
9/5/97 3.63
9/17/97 32.48
10/26/97 69.54
11/26/97 36.77
12/26/97 126.65
108.36
105.43
109.37
106.99
112.75
112.55
100.64
111.43
108.25
112.17
29.02
- 9. -
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Dorothv L. Pallet
Date of Death: July 29. 1997
will No. 676-97
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court
Rules, I report the following with respeot to oompletion of the
administration of the above-oaptioned estate:
1. state whether administration of the estate is complete:
Yes_x-- No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will
be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final aooount
with t.he Court? Yes No x
b. The Beparate Orphans' Court No. (if any) for the
personal representative's account is:
o. Did the personal representative state an account
informally to the parties in interest? Yes x No
d. Copies of receipts, releases, joinders and approvals
of formal or informal aocounts may be filed with the Clerk of the
Orphans' Court and may be attached to this report.
, '...
-'"
/ \ 1
;/'vL 1/\.
signature
John lot; Eakin
Name (Please type or print)
"Cc:;'
(~L
Date:
TunA Q, 1 QQQ
C.I
Market Square Building
Mechaniosbura. PA_17055
Address
p\
p-, ;:::1
t '\ ,. ~_
~"'.'
(7171 766-3172
Telephone No.
capaoity: ~__ Personal Representative
Counsel for personal
--- representative